Real Estate Sales

TERRY WILLIAMS 914-***-****

White Plains, NY **603

aczd2u@r.postjobfree.com

www.linkedin.com/in/twilliams1031

SUMMARY

Multi-talented financial marketing professional skilled at designing and implementing corporate / marketing communications and investor / media relations programs. Accomplished content creator with expertise in diverse formats – print, web and social media – and a demonstrated ability of simplifying complex concepts.

PROFESSIONAL EXPERIENCE

OVIS CREATIVE, New York, NY 2016-2017

Director, Strategy and Content

Wrote and edited corporate communications, marketing content and messaging (print and web) for all Ovis Creative clients: hedge fund, private equity and traditional investment advisor firms. Materials included pitch books, brochures, websites, fact sheets, core messaging, and corporate communication deliverables. Managed a team of four writers, providing them direction and feedback on their respective projects, and oversaw a staff of four project managers.

MORGAN STANLEY, Purchase, NY 2010-2015

Vice President

Defined, created and delivered a marketing strategy and content in support of Morgan Stanley Wealth Management's Capital Markets Group, the brokerage platform for the firm's Financial Advisors. Financial products included fixed income (interest rates, structured products and municipal bonds), equities and precious metals.

Wrote “Preparing Your Fixed Income Portfolio for Rising Interest Rates,” a client education brochure included in “The Impact of Rising Rates” campaign. See LinkedIn for full article.

Managed and edited the Ghostwritten Article campaign, producing five stories and 15 Tweets per month for Financial Advisors’ websites and LinkedIn pages.

Created and wrote “Investing in the Capital Markets,” the flagship capabilities brochure promoting the firm’s retail brokerage platform. See LinkedIn profile for full article.

COHEN & STEERS, New York, NY 2007-2010

Investment Writer

Produced thought leadership and client communications content critical to the firm's business strategy. Projects included white papers, sales ideas, product brochures and portfolio manager ghostwritten articles.

Developed the key messages used to pitch the media about the Closed-end Opportunity Fund (NYSE: FOF), resulting in articles in Barron's and SmartMoney. Ghostwriter of portfolio manager articles appearing in Real Estate Finance & Investment, and Financial Planning magazines.

Wrote “Global Infrastructure, The $40 Trillion Imperative,” a position paper in support of the launch of Cohen & Steers Infrastructure Fund (UTF). See LinkedIn profile for full article.

UBS FINANCIAL SERVICES INC., New York, NY 2006-2007

Financial Editor

Partnered with sales leadership team to create client education materials and sales kits for the firm’s alternative investment funds.

Wrote, coordinated and project-managed the production of investor and Financial Advisor alternative investment education literature: client facing "UBS Alternative Investment Overview Guide,” and "Integrating Alternative Investments with Traditional Assets in Client Portfolios,” a Financial Advisor how-to guide. See LinkedIn profile for full article.

BUNGE LIMITED, White Plains, NY 2001-2005

Investor Relations Associate

Key contributor to the creation of an investor relations program for a newly public company. Produced annual and quarterly shareholder reports; managed the corporate and investor relations websites; oversaw a corporate website redesign and created periodic content updates.

Wrote “A New Season,” Global Roots” and “Life Grows with Us,” 2001 – 2003 annual reports, respectively. Winner of League of American Communications Professionals Platinum Award (2001 report). See LinkedIn profile for full article.

WECHSLER ROSS & PARTNERS, New York, NY 1999-2000

Editor

Created and managed strategic content development for the firm’s financial services clients. Participated in new business proposals through research, brainstorming sessions and presentations.

Writer of the initial annual report for the ING Clarion Lion Property Fund, a private real estate investment trust.

Co-creator of trade and financial media advertising campaign for UNX, an electronic communications network for hedge funds.

EDUCATION

New York Education Policy Fellow

Institute for Education Leadership, Teachers College, Columbia University, New York, NY

Knight-Bagehot Fellow

Columbia University Graduate School of Journalism, New York, NY

Professional Certificate, Business & Financial Journalism

Bachelor’s, Economics

The City College of New York, New York, NY

Professional Licenses

Series 7 (FINRA)

Community Service

Trustee, Greenburgh Central School District Board of Education, Hartsdale, NY

Commissioner, Fairview Fire Department, Greenburgh, NY

Organizer, African-American Men of Westchester’s High School Business Skills Competition at Morgan Stanley Wealth Management

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